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Market Reflection

A Temporary Retreat or Beginning of a Trend?

  • Post published:December 10, 2024
  • Post category:Market Reflection

By Jeremy Bryan, CFA®, Gradient Investments, LLC October returns were largely negative for the stock and bond market but are still up significantly over the past year. Investors are being…

Continue ReadingA Temporary Retreat or Beginning of a Trend?

The August Roller Coaster

  • Post published:October 28, 2024
  • Post category:Market Reflection

by Jeremy Bryan, CFA, Gradient Investments LLC Posted on Sep 4, 2024 Stocks went for a wild ride in August. The S&P 500 declined rather quickly early in the month…

Continue ReadingThe August Roller Coaster

Stocks Rotate as Cuts Come to the Horizon

  • Post published:August 23, 2024
  • Post category:Market Reflection

by Jeremy Bryan, CFA, Gradient Investments, LLC The stock market saw a dramatic reversion in July, as small-cap stocks significantly outperformed their large-cap counterparts for the month. Our opinion is…

Continue ReadingStocks Rotate as Cuts Come to the Horizon

Market Trends at the Mid-Year Mark

  • Post published:July 11, 2024
  • Post category:Market Reflection

by Jeremy Bryan, CFA, Gradient Investments LLC The first half of 2024 is now complete. The predominant investment theme of the year thus far has been the secular trend of…

Continue ReadingMarket Trends at the Mid-Year Mark

Weight Loss Drugs and the Impact on Markets

  • Post published:February 11, 2024
  • Post category:Market Reflection

Last year, artificial intelligence (AI) was a hot topic and captured the imagination of investors and the mainstream alike because of the broad implications and potential for dramatic change in…

Continue ReadingWeight Loss Drugs and the Impact on Markets

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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Madison, WI

  • Address:2310 Crossroads Dr. Suite 4700, Madison, WI 53718Opens in a new tab
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  • Calling the number above will direct you to a licensed agent. Privacy Policy | Terms of Use

    All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.

    Opinions expressed herein are solely those of Retirement Income Planning llc and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Retirement Income Planning llc an Investment Advisor in the State of Wisconsin. Being registered as an investment adviser does not imply a certain level of skill or training.

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